OrionX.net
Industry Analysis • Market Execution • Demand Generation
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Episodes
HPC News Bytes – 20250512 12.05.2025
- SMIC, China's Semiconductor Industry - Cisco in quantum networking, quantum scale-out - HPSF.io open source HPC stack - The journal Nature sees US science brain drain as EU allocates €500m to attract international scientists [audio mp3="https://orionx.net/wp-content/uploads/2025/05/HPCNB_20250512.mp3"][/audio] The post HPC News Bytes – 20250512 appeared first on OrionX.net .
Mktg_Podcast-51: Org Charts, AIAIO (SEO) 08.05.2025
- Three layers of org charts - Search-SEO, AI-AIO, AIAIO?! - AI vs Humans [audio mp3="https://orionx.net/wp-content/uploads/2025/05/Mktg_Podcast_051_Org-Charts_AIAIO-SEO_20250508.mp3"][/audio] The post Mktg_Podcast-51: Org Charts, AIAIO (SEO) appeared first on OrionX.net .
HPC News Bytes – 20250505 05.05.2025
- Japan's Rapidus 2nm chips - McKinsey's $7T datacenter forecast - Nvidia, trade restrictions, national competitiveness - Geoffrey Hinton's AI warning [audio mp3="https://orionx.net/wp-content/uploads/2025/05/HPCNB_20250505.mp3"][/audio] The post HPC News Bytes – 20250505 appeared first on OrionX.net .
Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28 28.04.2025
Analyst roundtable with Adrian Cockcroft , Stephen Perrenod , Chris Kruell , and Shahin Khan . In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma , Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips, Intel, Nvidia, TSMC, AI pricing, Data Center carbon footprint, Green Software Foundation. [audio...
HPC News Bytes – 20250428 28.04.2025
- Salishan Conferenc - HPC-AI Divergenece - FugakuNext Zettascale? - TSMC A14 Fab, Intel 18A Fab - AmKor CoWoS Packaging Arizona - Intel Earnings, AI strategy [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250428.mp3"][/audio] The post HPC News Bytes – 20250428 appeared first on OrionX.net .
HPC News Bytes – 20250421 21.04.2025
- This week in GPU geopolitics - Intel and Silverlake in Altera FPGA deal - Storage is what's next as investment soars - 2nm chips are coming to Taiwan and Arizona [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250421.mp3"][/audio] The post HPC News Bytes – 20250421 appeared first on OrionX.net .
HPC News Bytes – 20250414 14.04.2025
- Argonne's nuclear reactor digital twin helps monitor, manage, train - An AI factory in the sky? Building data centers in space or on the moon using Space Based Solar Power (SSP) - TSMC may face US$1B penalty - Chinese AI players order $16B of Nvidia H20s - Hyperion Research says HPC-AI market grew a whopping 23.5% in 2024, poised to exceed $100B by 2028 [audio mp3="https://orionx.net/wp-content/...
Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27 08.04.2025
Analyst roundtable with Adrian Cockcroft , Stephen Perrenod , Chris Kruell , and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. [audio mp3="https://orionx.net/wp-content/uploads/2025/04/OXD027_ART_GPUs_Quantum_Crypto_China_20250408.mp3"][/audio] The post Analyst Roundtable: GPUs, AI,...
HPC News Bytes – 20250407 07.04.2025
- US Tariffs and Technology Sector - Intel-TSMC Joint Venture? - DARPA fuels Waferscale co-packaged optics via Cerebras and Ranovus - Sandia National Lab to test laser-based photonic cooling via Maxwell Labs - 8 Tbps optical UCIe chiplet for scale-up by Ayar Labs - Lightmatter 3D co-packaged optics [audio mp3="https://orionx.net/wp-content/uploads/2025/04/HPCNB_20250407.mp3"][/audio] The post HPC...
HPC News Bytes – 20250331 31.03.2025
- AMD MI355X to debut with a 30,000 GPU cluster at Oracle cloud - ASML to open repair hub in China - EuroHPC-JU's CINECA selects 140-Qubit Pasqal system - ORNL sees a path for quantum performance advantage for Fluid Dynamics - Classiq, Deloitte Tohmatsu, and Mitsubishi Chemical compress quantum circuits by 97% and 54% - Prof Torsten Hoefler of ETH wins ACM Prize in Computing [audio mp3="https://or...
HPC News Bytes – 20250324 24.03.2025
- GTC25 Quantum Day - Post-Quantum Cryptography guidelines - Quantum Blockchain? - NVMe-enabled HDD storage with SSD cache [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250324.mp3"][/audio] The post HPC News Bytes – 20250324 appeared first on OrionX.net .
@HPCpodcast-101: Live from Nvidia GTC25 21.03.2025
In what is becoming an annual tradition, we are "Live from Nvidia GTC25" AI-everywhere show. We cover everything from industry landscape to Hopper to Blackwell to Rubin and Feynman, plus silicon photonics for cluster interconnect fabric (star of the show, really), the complexity of inference for customers, low-end systems, power and cooling (did we hear 600 KW per rack?), software including cluste...
HPC News Bytes – 20250317 17.03.2025
- What to expect from Intel's new CEO - Did D-Wave achieve quantum computational supremacy on a useful problem? - "AI Woodstock" GTC25 is in San Jose, CA this week [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250317.mp3"][/audio] The post HPC News Bytes – 20250317 appeared first on OrionX.net .
@HPCpodcast-100: Dr. Ian Cutress on the State of AI and Advanced Chips – In Depth 12.03.2025
Just before the GTC25 conference, and in the 100th episode of the full format @HPCpodcast, we welcome a very special guest, the great Dr. Ian Cutress , Chief Analyst at More Than Moore and host of the popular video channel TechTechPotato to discuss the state of AI and advanced chips, new technologies and architectures, the startup scene, and top trends in semiconductor design & manufacturing....
Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26 10.03.2025
Analyst roundtable with Adrian Cockcroft , Stephen Perrenod , Chris Kruell , and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy. [audio mp3="https://orionx.net/wp-content/uploads/2025/03/OXD026_AR_Chips-AI-Search-Quantum-Bitcoin-Fusion_20250310.mp3"][/audio] The post Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin,...
HPC News Bytes – 20250310 10.03.2025
- TSMC $100B investment in Arizona Factories - EuroHPC Project DARE using RISC-V - Julich Hybrid Supercomputer with D-Wave - Quantum Computing Stock Price Volatility - Chinese Quantum Computer Betters Google's Willow - Supercomputing Asia 2025 (SCA25) held this week in Singapore [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250310.mp3"][/audio] The post HPC News Bytes – 2...
@HPCpodcast-99: Dr. Handel Jones on Geopolitics of Technology – In Depth 07.03.2025
Dr. Handel Jones, author of the book When AI Rules the World: China, the U.S., and the Race to Control a Smart Planet , and CEO of International Business Strategies, Inc. joins us again to discuss the geopolitics of technology. Dr. Jones was a specia; guest of this podcast in episode 48 in January 2023. Fast moving technologies matched with big changes in global politics and policy creates a pot...
HPC News Bytes – 20250303 03.03.2025
- Government layoffs funding disruptions cause uncertainty and concern for scientific leadership - Cat Qubits: AWS Ocelot, Alice and Bob - ASIC vs GPUs vs Accelerators [audio mp3="https://orionx.net/wp-content/uploads/2025/03/HPCNB_20250303.mp3"][/audio] The post HPC News Bytes – 20250303 appeared first on OrionX.net .
@HPCpodcast-98: Hyperion Research on HPC, AI, Quantum – In Depth 27.02.2025
We are delighted to have as special guests today three of the top analysts in the HPC, AI, Cloud, and Quantum fields, representing the industry analyst firm Hyperion Research. Earl Joseph is Hyperion CEO, Mark Nossokof f, Research Director, and Bob Sorensen , Senior VP of Research. Join us for an In Depth discussion of the current state and future trends in HPC, AI, Quantum, Cloud Computing, Exas...
Mktg_Podcast-50: Sustainable Success, AI vs Search 26.02.2025
- Be Creative !? - Complexity of success - Repeatability of success - SBUX re-success - Nvidia continuous success - AI vs. Search [audio mp3="https://orionx.net/wp-content/uploads/2025/02/Mktg_Podcast_050_Sustainable-Success_AI-vs-Search_20250225.mp3"][/audio] The post Mktg_Podcast-50: Sustainable Success, AI vs Search appeared first on OrionX.net .
HPC News Bytes – 20250224 24.02.2025
- New in-house-manufactured Microsoft QPU: Majorana 1 - DARPA US2QC program - (Funding) and harnessing idle GPUs anywhere on the internet - France's CEA advances in fusion energy research [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250224.mp3"][/audio] The post HPC News Bytes – 20250224 appeared first on OrionX.net .
HPC News Bytes – 20250217 17.02.2025
- Arm to sell its own CPU? Meta as first customer? - Big AI, Big Power, Big Chill... Big Pollution? - Intel's fate puts national security and market forces into focus - Europe falls in-line to avid falling behind in AI - GE Aerospace gains access to exascale power via DOE INCITE program [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250217.mp3"][/audio] The post HPC News Bytes &...
HPC News Bytes – 20250210 10.02.2025
- Big AI land grab - Nuclear power for data centers - New European-origin quantum system in Spain - Softbank eyes Ampere [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250210.mp3"][/audio] The post HPC News Bytes – 20250210 appeared first on OrionX.net .
@HPCpodcast-97: Addison Snell on HPC, AI, Hyperscalers – In Depth 06.02.2025
In this In-Depth feature of the @HPDpodcast, Addison Snell , co-founder and CEO of Intersect360 joins Shahin and Doug as they discuss a wide range of topics in HPC, AI, and Quantum Computing. [audio mp3="https://orionx.net/wp-content/uploads/2025/02/097@HPCpodcast_ID_Addison-Snell_Intersect360-HPC-AI-Market_20250205.mp3"][/audio] The post @HPCpodcast-97: Addison Snell on HPC, AI, Hyperscalers R...
HPC News Bytes – 20250203 03.02.2025
- DeepSeek, 1+5 lessons - Rack Scale Arch redux, Intel GPU roadmap change - LLNL and OpenAI, national security apps, fully on-prem? - Google and Kairos Power, Small Modular (nuclear) Reactors [audio mp3="https://orionx.net/wp-content/uploads/2025/02/HPCNB_20250203.mp3"][/audio] The post HPC News Bytes – 20250203 appeared first on OrionX.net .
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